Manage approvals with Approval Assistance AI agent

task brazil Updated Sep 10, 2026 2 min read manage-approvals-with-approvals-agent.md
Raw file servicenow.com

Manage the approvals that are assigned to you by using the Approval Assistance Agent for REQ and RITM.

Before you begin

Ensure that you

  • Download the ServiceNow Otto for Employee Experience plugin.
  • Learn about AI agents and have read access to the record to auto-process approvals.
  • Ensure you are on Zurich patch 4 or above.
  • The agent supports only REQ and RITM.

Role required: approver_user, sn_request_read, sn_write

About this task

Use the Approval Assistance Agent to manage your assigned approvals. Using an AI agent, you can

  • Pull all the information and records for approvals automatically.
  • Review the policies, checklist, and evaluation criteria.
  • Approve the requests based on the ServiceNow Otto recommended decision.

Procedure

  1. Navigate to All > Self-Service > Employee Center > My tasks.

  2. Select the request from the available list that you want to work on.

    The details are displayed on the card with the summary.

  3. Select the Review with ServiceNow Otto button.

    ServiceNow Otto performs the following actions:

    • Triggers an AI agent to review the request.

    • Verifies the request for policy compliance.

    • Generates an eligibility checklist and criteria.

    • Shows the criteria for match or mismatch.

    • Provides an option to act on approval such as Approve and Reject

      Note: You can select View AI Agent Processing Steps to see the details.

  4. Select Approve or Reject.

    Note: Currently, HR requests aren't supported out-of-the-box.

    The response appears I am ready to process your approval request for <request description>. Is it okay to proceed?

  5. Select Yes or No.

    Note: The agent supports only REQ and RITM. HR requests aren’t supported. However, by configuring the sp_approval_configuration record, you can set up support for HR case too.

  6. Request is approved and moved from Open to the Completed tab.

What to do next

Review how to set up and use the Approval Assistance AI agent. For more information about agentic workflow and activating the required components, see the following topics:

There might be AI agents installed on your instance that are not used in agentic workflows. To learn how to see all agents that are available to you, see Find AI agents.

Parent Topic:Using ServiceNow Otto for Employee Experience

Related topics

Check your to-do tasks by using the ServiceNow Otto for Virtual Agent

Check your approvals by using ServiceNow Otto for Virtual Agent

Check company news and events

View summarization for approvals

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